How to get here
Click the search field at the top of the dashboard.
Click the + New member button.
You are now on the Create new customer screen.
Step-by-step guide
1. Upload a profile picture (optional)
Click the image field to open the image uploader. Select an image from your computer (JPEG, JPG, PNG or GIF). Crop it to a square and confirm. If you skip this, the customer receives a default avatar.
2. Fill in personal details
First name (Required): The customer's first name. Middle name: Middle name if they have one. Leave it empty if not. Last name (Required): The customer's last name. Email address (Required): A valid email address. Used for login and notifications. Must be in the format name@example.com. Phone number (Required): Their phone number. The system checks that it matches the format for the selected country. Date of birth (Required): Select their birthday from the date picker. Gender (Required): Select Male, Female or Unspecified from the dropdown.
3. Enter the address
Address line (Required): Street name and number. Postcode (Required): Postcode. City (Required): City name. Country (Required): Start typing and select from the list. Each option shows the country's flag, country code and phone prefix. Important: Changing the country also updates how the phone number is validated.
4. Enter company details (optional)
VAT number: The customer's VAT number if they are registering on behalf of a company. Company name (Required if VAT number entered): The name of the company. This becomes required as soon as you enter a VAT number.
5. Set up a sub-account (optional)
Enable the Is sub-account? toggle if this new customer should be linked to an existing customer. When enabled, a Member search field appears: type the name of the primary account holder and select the correct person from the list. The primary account holder will be responsible for payments. If you turn the toggle off again, the linked account is cleared.
6. Save
Click the Create button at the bottom right of the form. The system will: Validate all your inputs. Create the customer record. Upload the profile picture (if you added one). Redirect you to the new customer's detail page. You will see a green Created! notification at the bottom of the screen.
Do you need help?
Contact support and include information about:
The customer's name and email
What you were trying to do
When the problem occurred